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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,524 | $48,053-73.9% | $84,623-85.2% | $72,983-82.8% |
| Participation rate | 17.3% | 57.6%-40.3pp | 68.2%-50.9pp | 69.5%-52.2pp |
| Annual return | 22.15% | 37.39%-15.2pp | 258.77%-236.6pp | 81.01%-58.9pp |
| Employer contribution / active EE | $654 | $1,602-59.2% | $2,652-75.4% | $2,440-73.2% |
| Participant deferral / active EE | $315 | $2,681-88.3% | $3,899-91.9% | $3,608-91.3% |
| Admin fee / account holder | $485 | $3,395-85.7% | $4,913-90.1% | $5,124-90.5% |